David Klug is a senior analyst at Montgomery Fixed Income, with responsibility for managing the team’s credit investments in the healthcare, consumer, and basic materials sectors. Before transitioning to an investment role, David was the team’s senior portfolio specialist, where he had leadership responsibility for capital raising and strategic client relationship management.
Prior to joining the Montgomery team in 2013, David was a vice-president in the Global Capital Markets (GCM) division at Morgan Stanley in New York. From 2006 to 2013 David worked in a variety of origination, structuring, and execution roles across GCM, and held leadership positions in healthcare equity capital markets, healthcare fixed income capital markets, and technology fixed income capital markets. Prior to joining Morgan Stanley, David was an analyst in the Investment Banking Funds group at Macquarie in New York.
David graduated on the Dean’s List (BCom ’04) with concentrations in economics and finance. David was the President of the McGill Young Alumni Association of New York from 2007 to 2010. He received Morgan Stanley’s sponsorship to complete the Program for Leadership Development at the Harvard Business School in 2010. David is a CFA charter holder.